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Wereldwijd veel belangstelling voor methanol. Voor OCI maximaal profiteert van methanol duurt nog enige tijd. Daarom is dit zo interessant voor RDS.
Goldfinger schreef op 26 augustus 2023 11:21 :
Wereldwijd veel belangstelling voor methanol. Voor OCI maximaal profiteert van methanol duurt nog enige tijd. Daarom is dit zo interessant voor RDS.
Belangstelling neemt toe omdat men af wil van olie en aan een groener plaatje wil werken , maar nog wel graag fossiel wil gebruiken om "groenere" alternatieven mee te ontwikkelen. Voor productie van methanol wordt co2 uit de lucht gehaald. Dus het verbranden van methanol : ch3oh wordt de co2 weer afgestoten in de lucht.
US Corn Harvest Is in Trouble Crop tour showing mostly lower yields than USDA estimates Searing heat wave is killing plants as they are being surveyed August 24, 2023 Sagging ears just short of maturity, cobs half bare of kernels as if nibbled, earth so dry that deep cracks criss-cross the fields: The US corn harvest is in trouble. The signs were already there in South Dakota. Scouts surveying fields there this week found what farmers call tip back, when corn kernels aren’t filled all the way to the top of the cob as a result of dryness and poor pollination. It leaves them looking half eaten. As participants on the crop tour moved deeper into the growing belt, things got worse. In Ohio, scouts found immature ears of grain, indicating that the crop still has weeks left in the growing season. That leaves plants vulnerable to this week’s heat wave. Temperatures topping 100F (38C) are descending on the Midwest. Conditions are changing so fast that even some results from the tour — seen as more timely and less conservative than government estimates — are already out of date. “Things are changing right in front of our eyes,” said Thayne Larson, who has grown alfalfa, hay, corn in Kansas for 50 years. “It’s so disappointing when you have what you thought could be a healthy crop, and then the conditions just become extremely, extremely challenging.” Crops Go ‘Backwards’ With food security already under threat from Europe to Asia, the world has been counting on a big corn harvest to help keep food inflation at bay. A disappointing US harvest could have ripple effects on markets across the globe. Much will come down to Iowa, the No. 1 US corn grower and where sixth-generation farmer Ben Riensche is for the first-time ever watching his crop go “backwards” because of the heat. His corn stalks went from bright and green to slightly gray. Instead of sitting tight against the plant, the corn ears are flopping down, the husk has turned brown and the bottom of the stalk — where the plants connects to the roots that go deep underground — looks like it’s been burned. It means that the plant is dead. “We’re at the point of no return in Iowa,” Riensche, who farms 15,000 acres in the state, said while he was tending to livestock, making sure they had enough water, food and shade to survive the heat. It was 101F as he spoke late Wednesday afternoon. “I’ve never seen a crop go backwards like this — literally get killed by the hot, dry weather.” Tour Results Early results from the Pro Farmer Midwest Crop Tour are raising concerns that the crop will fall short of the US Department of Agriculture’s production outlook. Data collected in the first three days of the tour — which don’t fully capture real-time heat damages — show yields are trailing USDA estimates in Ohio, Nebraska, Indiana and Illinois. Only South Dakota looked better-than-forecast. On Thursday evening, the final tour results will be released. The heat is hurting soybeans even more as the crop is earlier in its growing season than corn. Pods were falling off plants as the scouts counted them, said Brent Judisch, who’s part of this week’s crop tour. “This heat is doing more stress than we thought, because it is 100F outside, but as you walk into the fields you feel the temperature rising,” Judisch said. “This is my 11th crop tour, and I don’t remember a heat like this. We have never experienced this in Iowa.” For many regions of the US crop belt, this season has been marked by turbulence. High temperatures are hitting Midwest fields just when rains in July seemed to have undone the damages of a hot, dry June. ‘Absolutely Devastated’ This season is the “most stressful” Larson of Kansas has ever had when it comes to challenges from Mother Nature. Drought, strong winds, storms and hail have all hit crops this summer. But it’s this week’s bout of extreme heat that’s really sealed the fate for his yields. The plants on his fields are shrinking. They going into “protection mode,” he said. “You look at what’s going on in Kansas right now, we had a beautiful crop that in a week has been absolutely devastated,” said Gregg Doud, chief economist at Aimpoint Research and former chief agriculture negotiator under the Trump administration. To be sure, the variability of this year’s crop — largely a result of spotty rainfall — suggests that there are bountiful areas that can help to make up for losses in others. Early measurements in Iowa on Wednesday showed that corn yields can vary from almost 200 bushels an acre at the higher end, to the worst fields in some counties that have yields below 100. “We were really surprised with the high yield variation that we are seeing,” said Brian Grete, leader of the eastern leg of the crop tour and editor of the Pro Farmer newsletter. For Riensche in Iowa, the damage from the current high temperatures “is unprecedented,” he said. “Our crop is literally dying right now,” Riensche said. “Corn was not meant to be grown in the desert.”www.bloomberg.com/news/articles/2023-...
BultiesBrothers schreef op 27 augustus 2023 14:21 :
US Corn Harvest Is in Trouble
Crop tour showing mostly lower yields than USDA estimates
Searing heat wave is killing plants as they are being surveyed
www.bloomberg.com/news/articles/2023-... Helaas werkt kunstmest niet tegen droogte. Integendeel, door droogte blijft de kunstmest op het land liggen.
DeZwarteRidder schreef op 27 augustus 2023 15:39 :
[...]
Helaas werkt kunstmest niet tegen droogte.
Integendeel, door droogte blijft de kunstmest op het land liggen.
Die kunstmest is waarschijnlijk al grotendeels opgenomen in eerdere periodes van het groeiproces. Veel aanplant, maar slechte oogsten, is gunstig voor kunstmestbedrijven...
DeZwarteRidder schreef op 27 augustus 2023 15:39 :
[...]
Helaas werkt kunstmest niet tegen droogte.
Integendeel, door droogte blijft de kunstmest op het land liggen.
LOL captain obvious
Post op Aperam forum:Zo te zien komt er toch een staking bij Exxon op de lng terminals, gasprijs reageert flink op de aankondiging. Zou voor Aperam de restocking cycle op gang kunnen brengen.. Ik zie rond het middaguur de gasprijs inderdaad met zo'n 6% oplopen. Vandaag nog geen effect op de koers van OCI. Hopelijk morgen...
Het volume is echt zoooooo laaaaaag , dat gaat echt nergens meer over
Cproof schreef op 28 augustus 2023 18:30 :
Het volume is echt zoooooo laaaaaag , dat gaat echt nergens meer over
Zeg dat wel. Inclusief eindveiling ligt vandaag dicht bij een recordje, denk ik...
Clean Fuel (Offshore Energy) @LNGWN · 7 m The Port of Rotterdam is also the vessel’s fourth #bunkering stop. Namely, the #containership has been refueled with #greenmethanol by OCI Global, taking on OCI HyFuels green methanol for the final leg of its maiden voyage.
voor degene die geen twitter heeftwww.offshore-energy.biz/worlds-1st-me... dit is de toekomst voor Oci
OCI breidt importterminal voor (groene) ammoniak uit 15 juni 2022 Dit moet toch ook een flink effect hebben zou je denken.... www.portofrotterdam.com/nl/nieuws-en-... artikel van 15-6-22 maar die activiteit zal wel flink aan het groeien zijn onderhand. OCI verdrievoudigt de capaciteit van zijn ammoniak terminal in de Europoort. Aanleidingen hiervoor zijn de in het afgelopen jaar toegenomen Europese vraag naar geïmporteerde ammoniak en de verwachte vraag naar groene ammoniak als scheepsbrandstof. OCI heeft de investeringsbeslissing voor uitbreiding van de terminal reeds genomen. Deze is naar verwachting in 2023 gereed. En dat is nu dus...
eduardo3105 schreef op 29 augustus 2023 13:25 :
voor degene die geen twitter heeft
www.offshore-energy.biz/worlds-1st-me... dit is de toekomst voor Oci
Thanks!
eduardo3105 schreef op 29 augustus 2023 13:25 :
voor degene die geen twitter heeft
www.offshore-energy.biz/worlds-1st-me... dit is de toekomst voor Oci
Ja ik zeg het al een tijdje, methanol word voor OCI het hoofdgerecht. Kunnen ze met de kunstmest wat verdienen en verder investeren in de methanol-tak. Jammer dat de koers zo achter blijf. Nog niet iedereen is wakker geschud.
HELLENIC SHIPPING NEWS Worldwide @HELLENICSHIP · 15 u OCI Global completes first European green #methanol bunkering in #Port of Rotterdam, the Netherlands #decarbonizationhellenicshippingnews.com/oci-global-c... www.hellenicshippingnews.com/oci-glob... OCI Global has successfully bunkered the world’s first ever green methanol-powered container vessel, which is owned by Maersk, in The Port of Rotterdam.
eduardo3105 schreef op 30 augustus 2023 14:43 :
HELLENIC SHIPPING NEWS Worldwide
@HELLENICSHIP
·
15 u
OCI Global completes first European green #methanol bunkering in #Port of Rotterdam, the Netherlands #decarbonization
hellenicshippingnews.com/oci-global-c... www.hellenicshippingnews.com/oci-glob... OCI Global has successfully bunkered the world’s first ever green methanol-powered container vessel, which is owned by Maersk, in The Port of Rotterdam.
We zitten nu nog in de kostbare promotie fase. Neemt niet weg ze flikken het toch maar. Ieder ziet dat het kan. Nu maar hopen dat het veel navolging krijgt, zodat er op termijn een verdien model mogelijk is.
Interessant artikel over voedselprijzen en el nino: “El Niño tends to peak in November to February, but implications for food inflation, fiscal budgets, monetary policy, [gross domestic product], and trade, particularly in emerging markets, last longer,” said Laura Sanchez, head of sustainability equity research for the Americas at Morgan Stanley."www.ft.com/content/d4b17ae2-7e03-41c0...
VP van Maersk interview voor TedTalk over nieuwe containership op groene methanol. Dit is 1e geleverde schip, er zijn er inmiddels al 120 in bestelling (door 5 reders).. Er is nog wel veel onzekerheid over wat de winnende technologie gaat worden. Keuze voor methanol door Maersk is omdat het werkt en het nu al werkt . The First-Ever Cargo Ship Powered By Green Fuel | Morten Bo Christiansen...youtube.com/watch?v=MeSJjSJB8hs&s...
Goldfinger schreef op 30 augustus 2023 18:53 :
tradingeconomics.com/commodity/methanol 2,38% in de plus vandaag
Thanks voor het volgen van de methanol prijzen/ business. Ondanks dat OCI meer dan 70% afhankelijk is van de kunstmestprijzen, is het prettig om de methanol markt in het oog te houden
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